Load contract data

This article describes the many ways to load contract data into Productiv, using Productiv's contract editing and bulk upload tools. 

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Productiv insights draw heavily from your company's uploaded contract data. In order to make uploading contract data as easy as possible, we offer several ways for users with appropriate privileges to do it:

  How? Start here
Input contract data directly into Productiv Click New Contract from either the Contracts home page or the App contracts page Contracts home page
App contracts page
Correct/update the details of a single contract Click the contract number to display contract details, then click the Edit button to open the contract editor App contracts page
Upload a single contract

Click New Contract from either the Contracts home page or the App contracts page

Contracts home page
App contracts page

Upload a number of contracts at the same time (in bulk)

Connect a contract repository to Productiv, such as Box or Sage Intaact
OR
Scroll down the App contracts page to Documents, then click Settings
OR

Click Settings in the Productiv Nav bar, then scroll to the Bulk upload app data section

 

Connector Library Contracts section

App contracts page

Settings page, Bulk upload app data section

 

For details about how to perform each of these operations, Read more.

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